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Credit Card Setup Questionnaire: As Assigned by CC Vendor
Credit Card Setup Questionnaire: As Assigned by CC Vendor
CU Name: ___________________________________________________________________
Date scheduled for conversion: _____________________________________________
As assigned by CC Vendor
CU Contact Person: _________________________________________________________
CU Phone Number & Extension: _____________________________________________
CU Contact Email: ___________________________________________________________
□ PU Purchase: ____________________________________
□ Fixed Rate: ______________________________________
□ Variable Rate: ___________________________________
□ Introductory Rate: ___________ Term: _____________
Use Grace Period on this charge type? □ Yes □ No
Forgive Finance charges for zero balance loans? □ Yes □ No
□ CA Cash Advance
□ Fixed Rate: ______________________________________
□ Variable Rate: ____________________________________
□ Introductory Rate: ___________ Term: _____________
Use Grace Period on this charge type? □ Yes □ No
Forgive Finance charges for zero balance loans? □ Yes □ No
Will Transactional Finance Charge apply to CA transactions? □ Yes □ No
If Yes, % of transaction amount: __________________________
Minimum: _________________ Maximum: __________________
Transaction Description: ___________________________________
(Limited to 20 Characters)
Linked to Loan Category _________
□ BT Balance Transfer
□ Fixed Rate: _________________________________________
□ Variable Rate: ______________________________________
□ Introductory Rate: ___________ Term: ____________
Use Grace Period on this charge type? □ Yes □ No
Forgive Finance charges for zero balance loans? □ Yes □ No
Will Transactional Finance Charge apply to BT transactions? □ Yes □ No
If Yes, % of transaction amount: __________________________
Minimum: _________________ Maximum: ____________________
Transaction Description: ____________________________________
(Limited to 20 Characters)
At Category Level
If using Transaction charges, apply to:
□ All Activity □ Switched Activity Only
Should new payment amount be rounded up to whole dollar? □ Yes □ No
New payment calculated on ________% Minimum Payment ____________
Add Overline to Payment amount due? □ Yes □ No
Rates
Change to Penalty Rate if past due? □ Yes □ No
Activate after ______ consecutive days delinquent
Change to Penalty Rate if Overline? □ Yes □ No
Activate after ______ consecutive days overline
Allow auto rate change back to 999 chg type rate? □ Yes □ No
If Yes, number of cycles in good standing before
resuming this rate ______________________________________________
( 99 = NEVER RESUME)
ARU/PC Homebanking
Allow to Access through ARU/PC Homebanking? □ Yes □ No
Allow disbursements? □ Yes □ No
If Yes, Minimum Amt: ____________ Maximum Amt: ______________
Allow payments? □ Yes □ No
G/L Accounts:
Loan Category ________________________________
Finance Charges Earned ________________________________
Clearing /Settlement (For Posting) __________________________
Suspense (For Posting) ________________________________
Delinquent Fine ________________________________
Annual Fee ________________________________
Overlimit Fee ________________________________